Payroll Tax Case Administrator

OneSource Virtual

. Manage the end-to-end Power of Attorney (POA) and Third-Party Authorization (TPA) process, including reviewing requests, preparing forms, obtaining signatures, submitting authorizations, and tracking status through completion .

Posted 9/23/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the Power of Attorney (POA) and Third-Party Authorization (TPA) processes, ensuring compliance with jurisdictional requirements while maintaining accurate records and documentation. Proficient in tax case handling and collaboration with internal teams to resolve issues effectively.

Highest-signal resume keywords

Power Of Attorney ManagementThird-Party Authorization ProcessTax Case HandlingMicrosoft Excel ProficiencyStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryResearch SkillsTax ExperienceDocument ReviewCompliance Knowledge

Soft Skills

Organizational SkillsMulti-Tasking AbilityProblem-Solving SkillsDeadline Management

Tools & Technologies

Microsoft WordZendeskSalesforce

Industry Keywords

Payroll TaxesSOP CreationCase Status TrackingAuthorization Issues

About the role

Key responsibilities & impact

Manage the end-to-end Power of Attorney (POA) and Third-Party Authorization (TPA) process, including reviewing requests, preparing forms, obtaining signatures, submitting authorizations, and tracking status through completion
Review jurisdictional requirements and ensure POA and TPA documents are accurate, complete, and compliant with agency guidelines
Coordinate with tax agencies, customers, and internal teams to resolve missing information, rejected forms, and authorization-related issues
Monitor pending, rejected, and outstanding POA/TPA requests and follow up for timely resolution
Maintain accurate records, trackers, documentation, and case status
Identify jurisdictions with specific TPA or authorization requirements and follow the appropriate process
Support creation and maintenance of SOPs, work instructions, and reference materials
Provide guidance to team members regarding POA/TPA requirements and procedures
Escalate complex or unresolved authorization issues
Assist with tax case handling during high-volume periods, staffing shortages, or increased aged inventory
Review, research, and process assigned tax cases according to procedures and service-level expectations
Help reduce aged cases and maintain queue health
Collaborate with Case Administrators and Tax Operations teams to resolve issues and move cases forward
Prioritize work based on urgency, age, jurisdiction, and business impact
Maintain quality and accuracy while balancing POA/TPA and case-handling responsibilities

Requirements

What you’ll need

High School diploma
1 year of tax experience
Strong analytical and research skills
Experience in Microsoft Word
Proficiency in Excel
Willingness to work split shifts, evenings, weekends and holidays
Strong organizational skills with ability to multi-task and support multiple customers effectively
Strong data entry and research skills
Comfort with technology and applying it to solving problems and finding solutions
Ability to meet deadlines
Bachelor's degree preferred
Knowledge of payroll taxes a plus
Experience with Zendesk and/or Salesforce programs preferred

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Opportunities to learn and share ideas
Creative collaboration
Recognition/reward for innovative thinking, fresh perspectives, creative collaboration, and hard work